+16.8%
BLK vs USFD
+49.2%
-32.4%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | +3.7% | +1.7% | +2.1% | +3.5% |
| 30D | +13.9% | +10.2% | +3.7% | +12.7% |
| 3M | +3.9% | -1.5% | +5.4% | +3.4% |
| 6M | +13.0% | +27.3% | -14.4% | +10.5% |
| YTD | +16.1% | +44.0% | -27.9% | +10.3% |
| 1Y | +16.8% | +50.4% | -33.6% | +10.0% |
| All | +16.8% | +49.2% | -32.4% | +10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded USFD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling